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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,139 | $96,731-87.5% | $123,973-90.2% | $86,983-86.0% |
| Participation rate | 84.4% | 70.0%+14.4pp | 76.7%+7.8pp | 69.5%+14.9pp |
| Annual return | 2.46% | 17.33%-14.9pp | 388.13%-385.7pp | 25.83%-23.4pp |
| Employer contribution / active EE | $2,588 | $3,297-21.5% | $4,126-37.3% | $2,584+0.1% |
| Participant deferral / active EE | $194 | $4,152-95.3% | $5,247-96.3% | $4,194-95.4% |
| Admin fee / account holder | $2,168 | $8,722-75.1% | $11,799-81.6% | $7,856-72.4% |